See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,197 | $111,301-54.9% | $112,977-55.6% | $158,922-68.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | 24.95% | 26.40%-1.4pp | 24.24%+0.7pp | 302.83%-277.9pp |
| Employer contribution / active EE | $1,622 | $4,471-63.7% | $4,255-61.9% | $4,761-65.9% |
| Participant deferral / active EE | $2,640 | $5,880-55.1% | $5,836-54.8% | $5,982-55.9% |
| Admin fee / account holder | $219 | $8,392-97.4% | $6,294-96.5% | $11,246-98.0% |